It’s been a year since the market’s Pandemic Panic low, and it’s tempting to feel optimistic about the industry’s recovery. Of special interest are regional casinos, which have come...
FANTINI’S FINANCE: Trend-Watching at a Pivotal Moment
With fourth-quarter 2020 and first-quarter 2021 behind us (along with a full year of Covid-19 chaos and closures), it’s an opportune time to evaluate trends in the gaming industry.
FANTINI’S FINANCE: Keeping Score on Sportsbooks
Jefferies equity analyst David Katz has devised a new way of ranking sportsbooks, which he calls the Digital Wagering Scorecard. Here’s how it works.
FANTINI’S FINANCE: Why Regionals Rock
Three factors have made regional casino companies the growth darlings of gaming, and the storyline to watch right now. Their pandemic recover continues to amaze.
FANTINI’S FINANCE: Bullish, But With Fingers Crossed
In the near term and looking several years out, there are reasons for optimism and also for caution. During this interlude, two vastly different companies are raising money, to...
FANTINI’S FIANCE: Partying Like It’s 1999?
Today’s runup in stock values has some people remembering 1999, and the upward spiral that soon crashed earthward. To stay in the black ink, investors should also remember the...
FANTINI’S FINANCE: Sky High Expectations
The axiom coined by late Barron’s columnist Alan Abelson holds true today. In a turbulent market, it’s up to investors to decide which stocks deserve to fly high, and...
FANTINI’S FINANCE: Adelson’s Legacy
The passing of Sheldon Adelson leaves one less visionary giant in the casino world. Without the larger-than-life entrepreneur—who basically invented the integrated resort model, then took it to Macau—how...
FANTINI’S FINANCE: What Can 2020 Tell Us About 2021?
Starting January 1, hindsight will truly be 2020. Despite this year’s challenges—which at times seemed almost insurmountable—the lessons learned are many, and will be signposts for investors in the...
FANTINI’S FINANCE: The Biden Promise
With sports betting, the Covid crisis and challenges to the election process, few gaming observers have focused on what an administration led by Joe Biden would mean. Here’s are...
FANTINI’S FINANCE: Oldies But Goodies
There are always flash-in-the-pan phenomena, but some things never change. Like companies built on strong foundations and fundamentals, which consistently provide returns to their investors.
FANTINI’S FINANCE: Fab Four
While most gaming stocks have yet to make a full recovery from the March Covid crash, there are four companies that have increased—all for the same reason, sports betting....
FANTINI’S FINANCE: Covid Recovery Lags
While mosts gaming stocks have yet to make a full recovery from the March Covid crash, there are four companies that have increased—all for the same reason, sports betting....
FANTINI’S FINANCE: Canadian Revolution
Executives with Great Canadian Gaming thought they had a winner with a sale of the company to investment firm Apollo Management. Shareholders didn’t think so and it might cause...
FANTINI’S FINANCE: Lower Revenues, Lower Costs? Which One Wins?
While casino operators have clearly been garnering lower revenues, they have also managed to cut costs. And it appears that the cost cutting has resulted in better results.
FANTINI’S FINANCE: Covid Consequences
In 2020, Covid 19 has impacted every portion of our lives and that goes for the gaming industry as well. The Covid effect will add a nuance to every...
FANTINI’S FINANCE: Taking the Long View of Rapidfire Change
Fantini Research has launched four stock indices that track various gaming segments in North America. The move was inspired by the quickening pace of change due to online gaming...
FANTINI’S FINANCE: Sports Betting Operators, Media Create All-Star Teams
As the U.S. sports betting landscape gets more crowded and the competition more intense, the brand partnerships keep coming too. Let’s look at the team rosters so far.
FANTINI’S FINANCE: Colorado Dreamin’
Voters in Colorado’s three casino markets—former mining towns Black Hawk, Central City and Cripple Creek—will vote next month on a referendum that would give them the power to decide...
FANTINI’S FINANCE: Gaming Stocks Whipsaw, But Players Return
The recovery of gaming stocks has been subdued, except for companies with sports betting/iGaming plays. But July wasn’t a bad month for many casino markets, and that’s a heartening...